Klaas Financial,
5951 McKee Road, Fitchburg, WI 53719
About Us
Klaas Financial is a reputable finance institution located at 5951 McKee Road in Fitchburg, Wisconsin, United States. With a strong commitment to providing top-notch financial services to their clients, Klaas Financial offers a wide range of financial solutions including investment planning, retirement planning, wealth management, and tax services. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Klaas Financial today to receive expert guidance and personalized financial advice.
Hours open
Monday:
12:30 PM - 5:00 PM
Tuesday:
12:30 PM - 5:00 PM
Wednesday:
12:30 PM - 5:00 PM
Thursday:
12:30 PM - 5:00 PM
Friday:
12:30 PM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Reviews
"I have met with a number of financial advisers as well as people who put retirement packages together, None of them were nearly as transparent as CJ. I would also add none of them were quite as thorough. I have complete confidence in their ability to manage anyone's portfolio."
"We've been working with Klaas Financial for four years as of this review. When we made our first appointment we were managing our money on our own and weren't sure if we needed/wanted to turn the daily responsibilty for our financial well-being over to somebody else. CJ and his team at Klaas have been fantastic. They spent considerable time upfront getting to know us and understand our priorities, raising issues that we would never have considered. They do a great job of providing us with options on the direction we want to take our portfolio to address both current and future needs. They take the time to make sure that we understand the advantages and disadvantages of those options both for ourselves and our heirs. What we pay in fees has been made up for through their guidance. The peace of mind that comes along with working with Klaas Financial has been an added benefit that we'd hate to try to attach a value to."
"We are very pleased with our service and results with Klaas Financial. CJ, our investment advisor, offers comprehensive advice (for both our business and personal needs) in an easy to understand manner. Thank you Klaas Financial."
"I have worked with Klaas Financial for many years and have had excellent service from them. They are always friendly and professional."
"We felt comfortable as soon as we walked in. Excellent professional personnel has handled our finances for 3yrs. We could not be more satisfied with our results."
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